Insights

New DCIO Reporting Available

Historically, the DCIO channel has proven to be one of the most difficult as it relates to easily...

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The Adoption of FinTech Distribution Data Solutions by Dave Halligan

Fee compression, expense reduction, the preponderance of lower cost products, and a more educated and...

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Insights from NICSA SLF 2018 by Dave Halligan

When I found out last year that the NICSA Strategic Leadership Forum was returning to Doral it brought...

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Investment Company Institute (ICI) Membership Meeting

Another ICI conference is in the books.This year, we had the pleasure of our colleague Miriam Sanchez...

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CIO Review Magazine features SalesFocus Solutions

CIOReview Magazine features SalesFocus Solutions as one of the 20 most promising Salesforce solution...

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ICI Conference May, 2016

SalesFocus Solutions enjoyed participating in last week’s ICI GMM conference.  The ICI continues to...

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Data Insights

I had the distinct privilege to participate on a panel at the recent 4th Annual Mutual Fund & ETF...

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The Benefits of Attending Client Off Site Meetings

One of the most rewarding aspects of my job is being able to interact directly with the end users of our...

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Inside ETFs and NICSA Strategic Leadership Forum Conferences

“I thought MARS was just a CRM” – this was what one of the attendees at the NICSA Strategic...

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